MCF Acquires Accredited Wealth

INVESTMENT MANAGEMENT DEALS BLOG

December 31, 2025

On December 15, 2025, MCF Advisors announced that it acquired Accredited Wealth Management.

MCF Advisors (“MCF”) announced, on December 15, 2025, that it acquired Accredited Wealth Management (“Accredited”). Under the terms of the transaction, which closed on December 12, the Accredited team, including Managing Partners Steve Giacobbe and Shawn Clark, will join MCF. Further terms of the transaction were not disclosed.

MCF, based in Lexington, Kentucky, is a registered investment advisor offering wealth management services to individuals, families, and business owners. Following this acquisition, MCF has approximately $3.9 billion in assets under management.

Accredited, based in Louisville, Kentucky, is a registered investment advisor providing custom financial plans and tailored wealth management planning services to clients. Accredited has approximately $178 million in assets under management.

To read the press release: please click here

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.